Your year, card by card
A recap of how your net worth did each year: how much it grew, your best and toughest months, and what moved the most.
A year of records tells a story. The new Year recap tells it back to you, one card at a time. It’s free for everyone.
What’s in it
- How much you grew, from your first record of the year to your last.
- Your year in months: how many went up, and your longest streak.
- The highs and the lows: your best and toughest month, with the notes you wrote back then.
- What moved the most: the categories that grew the most, what happened to your liabilities, and how your mix shifted.
- If next year goes like this one: a range for where you could be a year from now.
When you’ll see it
Your recap is ready once you log December, or on 11 January at the latest. When it is, a card on History lets you know. You can also find every past year in More > Year recap, so if you’ve been using Whole for a while, your older years are already waiting.
— Gianmarco